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# ![@tobaccoinsider Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1164915686122151936.png) @tobaccoinsider Tobacco Insider

Tobacco Insider posts on X about $bti, $bats, bat, insider the most. They currently have XXXXXX followers and 1279 posts still getting attention that total XXXXXX engagements in the last XX hours.

### Engagements: XXXXXX [#](/creator/twitter::1164915686122151936/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1164915686122151936/c:line/m:interactions.svg)

- X Week XXXXXXX +5%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXX +187%
- X Year XXXXXXXXX +12%

### Mentions: XX [#](/creator/twitter::1164915686122151936/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1164915686122151936/c:line/m:posts_active.svg)

- X Month XX -XX%
- X Months XXX +84%
- X Year XXX +2%

### Followers: XXXXXX [#](/creator/twitter::1164915686122151936/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1164915686122151936/c:line/m:followers.svg)

- X Week XXXXXX +0.38%
- X Month XXXXXX +0.78%
- X Months XXXXXX +6.40%
- X Year XXXXXX +10%

### CreatorRank: XXXXXXX [#](/creator/twitter::1164915686122151936/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1164915686122151936/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1164915686122151936/influence)
---

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [countries](/list/countries)  [exchanges](/list/exchanges)  [travel destinations](/list/travel-destinations) 

**Social topic influence**
[$bti](/topic/$bti) #1, [$bats](/topic/$bats) #1, [bat](/topic/bat) #220, [insider](/topic/insider) #137, [$pm](/topic/$pm), [bti](/topic/bti), [$mo](/topic/$mo) #9, [stocks](/topic/stocks) #1560, [japan](/topic/japan), [$2914t](/topic/$2914t) #1

**Top assets mentioned**
[British American Tobacco (BTI)](/topic/$bti) [Philip Morris International Inc. (PM)](/topic/$pm) [Altria Group Inc (MO)](/topic/$mo) [SPX6900 (SPX)](/topic/$spx) [Vixco (VIX)](/topic/$vix) [Reynolds Consumer Products Inc. Common Stock (REYN)](/topic/$reyn) [Anheuser-Busch INBEV SA/NV (BUD)](/topic/$bud) [Goldman Sachs (GS)](/topic/goldman-sachs)
### Top Social Posts [#](/creator/twitter::1164915686122151936/posts)
---
Top posts by engagements in the last XX hours

"EU Tobacco Products Directive (TPD) and EU Tobacco Taxation Directive (TTD) revisions are pushed back to mid-2026 Read more: Delay is due to the complexity of the issue need for more comprehensive data collection and division in opinions $bti $bats $pm"  
![@tobaccoinsider Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1164915686122151936.png) [@tobaccoinsider](/creator/x/tobaccoinsider) on [X](/post/tweet/1945498670906196403) 2025-07-16 15:00:03 UTC 16.2K followers, 4191 engagements


"@InvestsCletus We know for a fact that the consumer demand is not slowing: in the last X weeks category offtake is up +38.6%. ZYN is up +36.1%. VELO (BAT) is up +203%. Altria's on and Rogue are lagging behind"  
![@tobaccoinsider Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1164915686122151936.png) [@tobaccoinsider](/creator/x/tobaccoinsider) on [X](/post/tweet/1948092209078616135) 2025-07-23 18:45:51 UTC 16.2K followers, XXX engagements


"@GreenMonsterah Tax on a pack of cigarettes (going parabolic). Plus none of the alternative nicotine products are available"  
![@tobaccoinsider Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1164915686122151936.png) [@tobaccoinsider](/creator/x/tobaccoinsider) on [X](/post/tweet/1948718663915192555) 2025-07-25 12:15:09 UTC 16.2K followers, XXX engagements


"BAT: Flavoured vape products remain widely available in Qubec despite the ban Read more: BAT publicly calls on the Qubec authorities to enforce the law they made before another EVALI-type crisis breaks out $bti $bats"  
![@tobaccoinsider Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1164915686122151936.png) [@tobaccoinsider](/creator/x/tobaccoinsider) on [X](/post/tweet/1943656521495466321) 2025-07-11 13:00:00 UTC 16.2K followers, 1449 engagements


"PMI acquired Swedish Match for $17.5Bn in enterprise value (including debt). ZYN USA will generate a gross profit of $2.3Bn this year Swedish Match at 7.6x ZYN USA gross profits. Not too shaby"  
![@tobaccoinsider Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1164915686122151936.png) [@tobaccoinsider](/creator/x/tobaccoinsider) on [X](/post/tweet/1947329040110473317) 2025-07-21 16:13:17 UTC 16.2K followers, 1346 engagements


"The U.S. FDA reportedly granted marketing orders (PMTA approval) to JUUL tobacco and menthol vape products The decision follows wider expectations in the industry that the Trump Administration would ease regulatory hurdles for vapes. No official announcement from FDA yet"  
![@tobaccoinsider Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1164915686122151936.png) [@tobaccoinsider](/creator/x/tobaccoinsider) on [X](/post/tweet/1945877034539831355) 2025-07-17 16:03:32 UTC 16.2K followers, 3597 engagements


"PMI Q2 2025 results on Tuesday $pm Watch out: ZYN U.S. shipment volume (200Mn cans) and volume share recovery Recall: Easing of ZYN supply shortage 202Mn cans shipped in Q1 volume share recovery to XXXX% in March ZYN is recovering and VELO+ is gaining share; who is losing"  
![@tobaccoinsider Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1164915686122151936.png) [@tobaccoinsider](/creator/x/tobaccoinsider) on [X](/post/tweet/1946611668051546424) 2025-07-19 16:42:42 UTC 16.2K followers, 4248 engagements


"BAT: New 52-week high XXXXX $bats BAT now trades at XXXX P/E multiple based on FY25 EPS consensus of XXXX. In April 2024 BAT traded at a low of XXX P/E and with a dividend yield of 10.5%"  
![@tobaccoinsider Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1164915686122151936.png) [@tobaccoinsider](/creator/x/tobaccoinsider) on [X](/post/tweet/1944690502634205402) 2025-07-14 09:28:41 UTC 16.2K followers, 4603 engagements


"Ploom AURA (JT) launch: July X 2025 (with EVO sticks) glo HILO (BAT) launch: September X 2025 (with virto sticks) H2 2025 performance will be more indicative of IQOS's strength against increased comptetion from new generation competitor devices A decline in quarterly share possibly driven by increased promotional activity by BAT and JT to deplete existing stocks ahead of new launches is never a good news (- it is a watchout); but it does not immidiately indicate a sustained weakness $pm"  
![@tobaccoinsider Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1164915686122151936.png) [@tobaccoinsider](/creator/x/tobaccoinsider) on [X](/post/tweet/1947957221804978501) 2025-07-23 09:49:27 UTC 16.2K followers, 1226 engagements


"BAT shares continue to grind higher in the pre-2018 range $bats BAT all-time high: XXXXX (June X 2017) - just before BAT completes the acquisition of the remaining XXXX% of Reynolds American it did not already own (July XX 2017)"  
![@tobaccoinsider Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1164915686122151936.png) [@tobaccoinsider](/creator/x/tobaccoinsider) on [X](/post/tweet/1947594772899893413) 2025-07-22 09:49:13 UTC 16.2K followers, 1211 engagements


"Altria Share Repurchases $mo - Q3 2022: 8.5Mn shares at an avg. price of $XXXXX ($368Mn) - YTD2022: 29.9Mn shares at an avg. price of $XXXXX ($1.45Bn) $375Mn remaining under the existing $3.5Bn program - to be completed by the year end $bti $bats $pm"  
![@tobaccoinsider Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1164915686122151936.png) [@tobaccoinsider](/creator/x/tobaccoinsider) on [X](/post/tweet/1585595741451460609) 2022-10-27 11:34:18 UTC 16.2K followers, XX engagements


"PMI sellsVectura toMolex Asia at a major loss: 150Mn upfront payment plus 148Mn potential deferred payments. PMI acquired Vectura for 852Mn in July 2021 $pm Read more: We have warned PMI Management countless times to refrain from stupidly reckless healthcare endeavours"  
![@tobaccoinsider Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1164915686122151936.png) [@tobaccoinsider](/creator/x/tobaccoinsider) on [X](/post/tweet/1836080274549166540) 2024-09-17 16:30:24 UTC 16.2K followers, 2776 engagements


"Tobacco Stocks: Staying Strong - Imperial Brands: New 52-week high XXXX (highest since Jan 2018) $imb - PMI: within a striking distance (1%) to a new ATH $pm - BAT (ADR): set to make a new 52-week high at NYSE market open $bti - Altria: XXX% below its 52-week high $mo"  
![@tobaccoinsider Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1164915686122151936.png) [@tobaccoinsider](/creator/x/tobaccoinsider) on [X](/post/tweet/1917525635213242721) 2025-04-30 10:25:11 UTC 16.2K followers, 6271 engagements


"PMI Q2 2025 Results Top-line miss bottom-line beat Revenue: $10.14Bn ($10.32Bn expected) ❌ EPS: $XXXX ($1.86 expected) ✅ PMI misses at the top-line (or bottom-line) for the first-time since Q4 2023 Follow our live coverage: $pm -XXX% pre-market"  
![@tobaccoinsider Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1164915686122151936.png) [@tobaccoinsider](/creator/x/tobaccoinsider) on [X](/post/tweet/1947614636070866946) 2025-07-22 11:08:08 UTC 16.2K followers, 2631 engagements


"For reference: Altria's XXX% stake in Anheuser-Busch InBev is worth $XXXX billion $mo $bud"  
![@tobaccoinsider Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1164915686122151936.png) [@tobaccoinsider](/creator/x/tobaccoinsider) on [X](/post/tweet/1944677848163475653) 2025-07-14 08:38:24 UTC 16.2K followers, 1056 engagements


"Sunday Poll: VELO+ performance in the US (47%) will be scrutinized first & foremost in BAT H1 2025 results (July 31) $bti $bats VELO+ US launch has minimal impact on BAT's top/bottom-line but creates a disproportionate news value for BAT --- Past polls:"  
![@tobaccoinsider Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1164915686122151936.png) [@tobaccoinsider](/creator/x/tobaccoinsider) on [X](/post/tweet/1949828438564450519) 2025-07-28 13:45:00 UTC 16.2K followers, 1234 engagements


"ZYN: World's #1 nicotine pouch brand Advertising from Indonesia - which is both PMI's and world's largest cigarette market (ex-China) U.S. nicotine pouch market shares even affect what is going on in Indonesia $bti $bats $pm"  
![@tobaccoinsider Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1164915686122151936.png) [@tobaccoinsider](/creator/x/tobaccoinsider) on [X](/post/tweet/1946644544444924056) 2025-07-19 18:53:20 UTC 16.2K followers, 1481 engagements


"2023 TI Index changes: SWMA out Kaival in Tracks weighted price performance of XX tobacco/nicotine stocks trading on NYSE & Nasdaq $pm PMI; $mo Altria; $bti BAT; $japay JT; $imbby Imperial; $rlx RLX; $vgr Vector; $uvv Universal; $tpb TPB; $xxii 22nd Century; $kavl Kaival"  
![@tobaccoinsider Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1164915686122151936.png) [@tobaccoinsider](/creator/x/tobaccoinsider) on [X](/post/tweet/1609164011379240965) 2022-12-31 12:26:11 UTC 16.2K followers, XX engagements


"Notes from the PMI Webcast $pm FY25 Guidance changes - Shipment volume: X% (before: 2%) - Operating income growth: 11%-12.5% (before: 10.5%-12.5%) - EPS: 13%-15% (before: 12%-14%) - EPS (ex-FX): 11.5%-13.5% (before: 10.5%-11.5%) Our live coverage:"  
![@tobaccoinsider Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1164915686122151936.png) [@tobaccoinsider](/creator/x/tobaccoinsider) on [X](/post/tweet/1947648585127837735) 2025-07-22 13:23:02 UTC 16.2K followers, 2205 engagements


"Massachusetts could become the first state to introduce a lifetime tobacco ban Read more: Public hearings to be held on July XX for the twin bills that would prohibit selling tobacco products to anyone born on or after Jan X 2006 $mo $bti $bats"  
![@tobaccoinsider Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1164915686122151936.png) [@tobaccoinsider](/creator/x/tobaccoinsider) on [X](/post/tweet/1944034009396162644) 2025-07-12 14:00:00 UTC 16.2K followers, 1370 engagements


"BAT: New 52-week high $XXXX $bti It feels like "one man's misery is another man's fortune" trade is in play. BAT is up +2.6% since the inital sell-off after the PMI Q2 2025 results"  
![@tobaccoinsider Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1164915686122151936.png) [@tobaccoinsider](/creator/x/tobaccoinsider) on [X](/post/tweet/1948405873727905991) 2025-07-24 15:32:14 UTC 16.2K followers, 4992 engagements


"BAT Bangladesh shares tumbled (more than XX% in two days) after reporting XX% decline in quarterly profit (the lowest quarterly profit since listing in 1977) $bti $bats Lower (legal) cigarette demand and the closure of the Mohakhali factory led to the record profit decline"  
![@tobaccoinsider Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1164915686122151936.png) [@tobaccoinsider](/creator/x/tobaccoinsider) on [X](/post/tweet/1949760707022508304) 2025-07-28 09:15:52 UTC 16.2K followers, 3181 engagements


"Altria needs to update its website. NJOY is no longer the only FDA authorized menthol e-vapor product $mo The product that NJOY infringes (aka JUUL) also got authorized @AltriaNews"  
![@tobaccoinsider Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1164915686122151936.png) [@tobaccoinsider](/creator/x/tobaccoinsider) on [X](/post/tweet/1945916605625418041) 2025-07-17 18:40:46 UTC 16.2K followers, 1735 engagements


"Another sell-side price target increase for BAT ahead of the half-year results on July XX $bats $bti BAT shares are trading in a narrow range around XX after gaining +10% in the first two weeks of July 🚀"  
![@tobaccoinsider Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1164915686122151936.png) [@tobaccoinsider](/creator/x/tobaccoinsider) on [X](/post/tweet/1947269073924174160) 2025-07-21 12:15:00 UTC 16.2K followers, 3070 engagements


"BAT: Significant combustibles headwinds expected in Australia FY25 Guidance Feb 2025 $bti $bats Cigarettes are XX% illicit. Vapes and nicotine pouches are XXX% illicit. BAT's estimate: XX% of the nicotine consumption is illicit"  
![@tobaccoinsider Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1164915686122151936.png) [@tobaccoinsider](/creator/x/tobaccoinsider) on [X](/post/tweet/1948728925909090328) 2025-07-25 12:55:56 UTC 16.2K followers, 1278 engagements


"PMI: Q2 2025 Results $pm Tomorrow 7:00 am ET (13:00 pm CET) Follow our live coverage: Includes a summary of expectations ahead of the Q2 2025 Earnings release"  
![@tobaccoinsider Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1164915686122151936.png) [@tobaccoinsider](/creator/x/tobaccoinsider) on [X](/post/tweet/1947287951706079629) 2025-07-21 13:30:01 UTC 16.2K followers, 1116 engagements


"It seems like we are destined to have 90+% male audience. Then whatever it takes to make our audience happy 🥳 Next up: $mo results on Wednesday Enjoy the weekend"  
![@tobaccoinsider Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1164915686122151936.png) [@tobaccoinsider](/creator/x/tobaccoinsider) on [X](/post/tweet/1948832646848545208) 2025-07-25 19:48:05 UTC 16.2K followers, 2794 engagements


"Scandinavian Tobacco: Trading around kr.85 at 5-year lows XX% yield no visible catalyst PMI failed to divest its cigar business; no one is willing to pay PMI's price tag A merger with PMI's cigar business could provide a catalyst for STG. Two birds with one stone. $pm"  
![@tobaccoinsider Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1164915686122151936.png) [@tobaccoinsider](/creator/x/tobaccoinsider) on [X](/post/tweet/1947582393054826527) 2025-07-22 09:00:01 UTC 16.2K followers, 2975 engagements


"BAT: H1 2025 Results (July 31) Although VELO+ launch in the U.S. has a small impact on BAT's top/bottom-line BAT's action-oriented approach surely created interest and re-energized the investor base After a long time BAT stole PMI's thunder when it comes to dynamism $bti $bats"  
![@tobaccoinsider Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1164915686122151936.png) [@tobaccoinsider](/creator/x/tobaccoinsider) on [X](/post/tweet/1949454763067847114) 2025-07-27 13:00:09 UTC 16.2K followers, 3707 engagements


"Haypp: U.S. Nicotine Pouch Report 2025 $haypp - XX% yoy growth in online sales in 2024 - XX% of online buyers are men - Underage purchase: XX% from local stores vs. X% online - Online retailers enforce age checks more consistently (98% online vs. XX% in-store)"  
![@tobaccoinsider Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1164915686122151936.png) [@tobaccoinsider](/creator/x/tobaccoinsider) on [X](/post/tweet/1948367563832066367) 2025-07-24 13:00:00 UTC 16.2K followers, 2248 engagements


"At the end of March we issued a note stating that VELO's share in the most recent week is XX% Read more: Three weeks later NielsenIQ reported VELO's share as XXXX% in the last 4-week. Velo is at XXXX% in the most recent 4-weeks (+690bps yoy) $bti $bats"  
![@tobaccoinsider Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1164915686122151936.png) [@tobaccoinsider](/creator/x/tobaccoinsider) on [X](/post/tweet/1949454767295455382) 2025-07-27 13:00:10 UTC 16.2K followers, 1365 engagements


"ALP jumps on the caffeine pouch bandwagon: ALP Coffee Break features acan XX XL sized pouches with 50mg caffeine per pouch Read more: Recall: Launched by former Zynfluencer Tucker Carlson ALP nicotine pouches are distributed by TPB $tpb"  
![@tobaccoinsider Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1164915686122151936.png) [@tobaccoinsider](/creator/x/tobaccoinsider) on [X](/post/tweet/1948775257206390921) 2025-07-25 16:00:02 UTC 16.2K followers, 2093 engagements


"Holy Moly XXXX% of our followers are male. We are the dipping tobacco of the X world. We are in need of nicotine pouch style content (clean discreet entertaining) to open up to the female audience. 🧐"  
![@tobaccoinsider Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1164915686122151936.png) [@tobaccoinsider](/creator/x/tobaccoinsider) on [X](/post/tweet/1948699755850203218) 2025-07-25 11:00:01 UTC 16.2K followers, 2204 engagements


"Tobacco stocks are on a tear as bears are left with no other choice than to capitulate BAT $bats +3.2% (top pick) Imperial Brands $imb +1.5%"  
![@tobaccoinsider Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1164915686122151936.png) [@tobaccoinsider](/creator/x/tobaccoinsider) on [X](/post/tweet/1942860130640617803) 2025-07-09 08:15:26 UTC 16.2K followers, 6333 engagements


"This situation also explains Japan Tobacco's $XXX billion heated tobacco investment drive - with little attention paid to return on investment. What has happened in Japan still creates a lot of emotional stress on JT"  
![@tobaccoinsider Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1164915686122151936.png) [@tobaccoinsider](/creator/x/tobaccoinsider) on [X](/post/tweet/1948734883292938302) 2025-07-25 13:19:36 UTC 16.2K followers, 1097 engagements


"Tobacco/nicotine companies that made a new 52-week high in June/July 2025 - PMI $pm - BAT $bti $bats - KT&G - Smoore - Haypp $haypp - TPB $tpb That did not make a new 52-week high in this period - Altria $mo - Imperial $imb - Japan Tobacco - STG Raise your hand if you see a "voting machine - weighing machine pattern here. in relation to the transformation to RRPs. Live long & Prosper 🖖"  
![@tobaccoinsider Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1164915686122151936.png) [@tobaccoinsider](/creator/x/tobaccoinsider) on [X](/post/tweet/1943314471834746899) 2025-07-10 14:20:49 UTC 16.2K followers, 2976 engagements


"PMI -XXX% following Q2 2025 Results $pm Our live coverage: Including our summary and takeaway"  
![@tobaccoinsider Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1164915686122151936.png) [@tobaccoinsider](/creator/x/tobaccoinsider) on [X](/post/tweet/1947651161554645406) 2025-07-22 13:33:17 UTC 16.2K followers, 1491 engagements


"British American Tobacco (BAT)s largest shareholder Los Angeles-based Capital Group ups its BAT stake. Again. Capital Group now holds XXXXX million ordinary BAT shares (worth $XXXX billion) corresponding to a XXXXX% stake in BAT $bti $bats"  
![@tobaccoinsider Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1164915686122151936.png) [@tobaccoinsider](/creator/x/tobaccoinsider) on [X](/post/tweet/1943705593232920936) 2025-07-11 16:15:00 UTC 16.2K followers, 3299 engagements


"FDA's authorization of JUUL products is negative for Altria and BAT (i.e. more legal competition) and could be positive for PMI PMI now has a solution to quickly gain meaningful presence in the key US vape market: JUUL acquisition That being said PMI will probably wait until the illegal vapes are cleared off the market. Meanwhile PMI's net debt/EBITDA ratio will be down to 2x and its balance sheet will be ready for a new acquisition $mo $bti $pm"  
![@tobaccoinsider Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1164915686122151936.png) [@tobaccoinsider](/creator/x/tobaccoinsider) on [X](/post/tweet/1945907541269008713) 2025-07-17 18:04:45 UTC 16.2K followers, 2109 engagements


"European Commission adopted a proposal for a recast of the Tobacco Taxation Directive Proposal summary: If/when fully implemented minimum cigarette price in all EU member states will be around X including the PPP-based adjustment $bti $bats $pm"  
![@tobaccoinsider Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1164915686122151936.png) [@tobaccoinsider](/creator/x/tobaccoinsider) on [X](/post/tweet/1946481833933222394) 2025-07-19 08:06:47 UTC 16.2K followers, 4162 engagements


"Meanhwile in a parallel universe these folks are celebrating Altria for the JUUL authorization. 🙃"  
![@tobaccoinsider Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1164915686122151936.png) [@tobaccoinsider](/creator/x/tobaccoinsider) on [X](/post/tweet/1946525424059879922) 2025-07-19 11:00:00 UTC 16.2K followers, 1812 engagements


"ITC Hotels report record quarterly revenue and a XX% jump in profit . Shares now trade comfortably above XXX (a new ATH) BAT's XX% direct stake is now worth XXX million. Speculation on BAT stake sale heats up as we approach the H1 2025 earnings release (July 31) $bti $bats"  
![@tobaccoinsider Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1164915686122151936.png) [@tobaccoinsider](/creator/x/tobaccoinsider) on [X](/post/tweet/1945847658058227984) 2025-07-17 14:06:48 UTC 16.2K followers, 5307 engagements


"@nicotinecap Our note from Jan 2023. Good enough $bti $bats $pm"  
![@tobaccoinsider Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1164915686122151936.png) [@tobaccoinsider](/creator/x/tobaccoinsider) on [X](/post/tweet/1947916870713282985) 2025-07-23 07:09:07 UTC 16.2K followers, XXX engagements


"Altria: Q2 2025 Results (Wednesday) $mo Many will scrutinize on shipment volume first. Altria has two handicaps. (1) Strong benchmark: In Q2 2024 Altria shipped XXXX Mio cans (more than Q1 2025) driven by the ZYN shortage (2) X% category share loss: on offtake up by XX% in a category growing by XX% Curios to see what Altria will report in these challenging conditions. Next: BAT & Velo"  
![@tobaccoinsider Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1164915686122151936.png) [@tobaccoinsider](/creator/x/tobaccoinsider) on [X](/post/tweet/1949077240391803137) 2025-07-26 12:00:00 UTC 16.2K followers, 1914 engagements


"U.S. Senate directs FDA to allocate a historic $XXX million budget in the FY26 to fight illicit vapes The dedicated funding marks a strategic shift toward enforcement-first regulation $mo $bti $bats"  
![@tobaccoinsider Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1164915686122151936.png) [@tobaccoinsider](/creator/x/tobaccoinsider) on [X](/post/tweet/1945109232493134236) 2025-07-15 13:12:34 UTC 16.2K followers, 3175 engagements


"Challenging the Polish seizures of 200k vape pods BAT could become the first company to sue the State Treasury for "commercial expropriation without an administrative decision" $bti $bats Read more: Easy to bully legitimate players while illicit sellers have a free pass"  
![@tobaccoinsider Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1164915686122151936.png) [@tobaccoinsider](/creator/x/tobaccoinsider) on [X](/post/tweet/1946125287013396849) 2025-07-18 08:30:00 UTC 16.2K followers, 1444 engagements


"$vix below XX for the first-time since the "Liberation Day" (April X 2025). In this period S&P500 +12.4% PMI $pm +4.0% Altria $mo +4.5% BAT $bti +31.1% In the elevated volatility period (vix 15) only BAT outperfomed the market. In our poll XX% had stated that increased market volatility is positive for tobacco stocks ("run-to-safety/yield"). However it is difficult to claim that volatility has provided a broad-based support to the tobacco stocks"  
![@tobaccoinsider Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1164915686122151936.png) [@tobaccoinsider](/creator/x/tobaccoinsider) on [X](/post/tweet/1948395559968010537) 2025-07-24 14:51:15 UTC 16.2K followers, 3170 engagements


"Imperial Brands presents at the 2025 dbAccessGlobal Consumer Conference Our summary: The key message: "Continuity confidence and readiness to scale further heights with strong positioning to deliver on the 2030 Strategy amid challenges" $imb"  
![@tobaccoinsider Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1164915686122151936.png) [@tobaccoinsider](/creator/x/tobaccoinsider) on [X](/post/tweet/1931305134388109406) 2025-06-07 11:00:00 UTC 16.2K followers, 3514 engagements


"Altria: Trading in a narrow range below $XX for the past X months $mo Q2 2025 results (Wed) could offer a direction to the shares: break above $XX or sell off to $XX We are probably on the verge of the most decisive earnings release since the beginning of the $40-to-$60 rally back in March 2024"  
![@tobaccoinsider Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1164915686122151936.png) [@tobaccoinsider](/creator/x/tobaccoinsider) on [X](/post/tweet/1949891726212268269) 2025-07-28 17:56:29 UTC 16.2K followers, XXX engagements


"Philip Morris International launches Smoke Free Travel website Read more: The platform enables users to discover the availability of heated tobacco (IQOS) vapes (VEEV) and nicotine pouches (ZYN) across key airport hubs and domestic markets $pm"  
![@tobaccoinsider Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1164915686122151936.png) [@tobaccoinsider](/creator/x/tobaccoinsider) on [X](/post/tweet/1943354532077171038) 2025-07-10 17:00:00 UTC 16.2K followers, 1670 engagements


"More wind to BAT's sails as strong upward momentum drives sell-side price target increases ⛵ Half-year results on July XX $bats $bti"  
![@tobaccoinsider Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1164915686122151936.png) [@tobaccoinsider](/creator/x/tobaccoinsider) on [X](/post/tweet/1945047735356273055) 2025-07-15 09:08:12 UTC 16.2K followers, 7324 engagements


"PMI: Q2 2025 Results Heated tobacco: Shipment up +9.2% in-market sales up +11.4% expected annual growth %10-%12 (barely double-digit) Cigarettes: weaker-than-expected pulling down PMI volume guidance from +2% to +1% Follow our live coverage: $pm -XXX% pre-market"  
![@tobaccoinsider Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1164915686122151936.png) [@tobaccoinsider](/creator/x/tobaccoinsider) on [X](/post/tweet/1947632935135322258) 2025-07-22 12:20:51 UTC 16.2K followers, 2295 engagements


"Remember the UBS analyst who rated PMI at Sell with $XX PT as the shares rally from $XX to $XXX His recommendations returned -X% in a year. A legendary achievement considering that tobacco stocks are up +20% to +70% in a year He is probably rated X star more than fair"  
![@tobaccoinsider Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1164915686122151936.png) [@tobaccoinsider](/creator/x/tobaccoinsider) on [X](/post/tweet/1945083422390513716) 2025-07-15 11:30:00 UTC 16.2K followers, 6154 engagements


"Sunday Poll: What will you scrutinize first & foremost in BAT H1 2025 results (July 31) $bti $bats - Financials (delivery guidance capital allocation) - Heated tobacco performance - US cigarette volume/pricing - VELO+ US performance --- Past Polls:"  
![@tobaccoinsider Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1164915686122151936.png) [@tobaccoinsider](/creator/x/tobaccoinsider) on [X](/post/tweet/1949409106663747934) 2025-07-27 09:58:43 UTC 16.2K followers, 1850 engagements


"Altria filed for lobbying activity disclosure: it seems that heavy work is done to influence various Appropriations Acts $mo Two key changes achieved: (1) Allocation of $XXX Mn from the U.S. FDA CTP budget to fight illegal vapes (2) Removal of the Doggett Amendment"  
![@tobaccoinsider Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1164915686122151936.png) [@tobaccoinsider](/creator/x/tobaccoinsider) on [X](/post/tweet/1947306823054241957) 2025-07-21 14:45:00 UTC 16.2K followers, 2080 engagements


"A triple-digit VELO growth in the U.S. is well-expected. The scrutiny will eventually be on pricing as VELO Plus is sold at a XX% discount to ZYN on average VELO (original) died out in the price normalization period. VELO Plus is not VELO; it will definitely hold out better but to what extent. Curious to see how BAT will paint the VELO+ picture. $bti $bats"  
![@tobaccoinsider Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1164915686122151936.png) [@tobaccoinsider](/creator/x/tobaccoinsider) on [X](/post/tweet/1949454771531788577) 2025-07-27 13:00:11 UTC 16.2K followers, 1113 engagements


"Sunday Poll: What will you scrutinize first & foremost in Philip Morris Q2 2025 results (Tuesday) - FY25 guidance (Revenue EPS operating margin adjustments) - Heated tobacco growth - IQOS USA update ZYN outlook (US international) --- Past polls:"  
![@tobaccoinsider Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1164915686122151936.png) [@tobaccoinsider](/creator/x/tobaccoinsider) on [X](/post/tweet/1946871629096628258) 2025-07-20 09:55:42 UTC 16.2K followers, 1854 engagements


"Imperial Brands is getting ready to launch Pulze XXX an upgraded heated tobacco device $imb Follow our live coverage of the 2025 Capital Markets Day: Pulze 3.0: Smallest 25+ session all-in-one device improved taste experience increased heating zone"  
![@tobaccoinsider Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1164915686122151936.png) [@tobaccoinsider](/creator/x/tobaccoinsider) on [X](/post/tweet/1904900514497634742) 2025-03-26 14:17:28 UTC 16.2K followers, 2285 engagements


"Imperial Brands launched Pulze XXX heated tobacco device in Greece (first launch market) $imb New Pulze device was presented at the 2025 Capital Market Day. Greece is Imperial's most successful NGP market with XX% of the revenue coming from NGPs"  
![@tobaccoinsider Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1164915686122151936.png) [@tobaccoinsider](/creator/x/tobaccoinsider) on [X](/post/tweet/1940325135594180788) 2025-07-02 08:22:16 UTC 16.2K followers, 1150 engagements


"Between Dec 2024 and July 2025 Capital Group purchased XXX million BAT shares (worth $XXX billion at current prices) Capital Group has more than $X billion estimated unrealized gain on these purchases $bti $bats"  
![@tobaccoinsider Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1164915686122151936.png) [@tobaccoinsider](/creator/x/tobaccoinsider) on [X](/post/tweet/1944751234621329883) 2025-07-14 13:30:00 UTC 16.2K followers, 3857 engagements


"Ohio vs. Ohio: A Court of Appeals ruled that Ohio State's attempt to bar Ohio cities from enacting their own tobacco rules is unconstitutional Read more: Recall: City-level regulatory moves are more complicated to manage for tobacco majors $mo $bti $bats"  
![@tobaccoinsider Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1164915686122151936.png) [@tobaccoinsider](/creator/x/tobaccoinsider) on [X](/post/tweet/1943370926977925196) 2025-07-10 18:05:09 UTC 16.2K followers, 1280 engagements


"Bangladesh is BAT's largest volume market. BAT is a quasi-monopoly in Bangladesh with XX% market share $bti $bats BAT flagged significant cigarette volume headwind in Bagladesh due to the sharp excise tax hike FY25 Guidance Feb 2025"  
![@tobaccoinsider Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1164915686122151936.png) [@tobaccoinsider](/creator/x/tobaccoinsider) on [X](/post/tweet/1949760712336638056) 2025-07-28 09:15:53 UTC 16.2K followers, 1244 engagements


"In a bold attempt to reshape the EUs long-term fiscal strategy European Commission considers using tobacco taxation as a direct revenue stream to fund its post-2027 budget $pm $bti $bats Read more: "You have a great day there pal" respond the Swedes"  
![@tobaccoinsider Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1164915686122151936.png) [@tobaccoinsider](/creator/x/tobaccoinsider) on [X](/post/tweet/1943626333218865439) 2025-07-11 11:00:03 UTC 16.2K followers, 1685 engagements


"Smoore issues a profit warning: H1 2025 profit is expected to be down -XX% to -XX% vs. H1 2024 Read more: After an intial sell-off shares are flat for the day now. Profit warning mostly relates to the stock option / award schemes and one-off items"  
![@tobaccoinsider Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1164915686122151936.png) [@tobaccoinsider](/creator/x/tobaccoinsider) on [X](/post/tweet/1945393928720482786) 2025-07-16 08:03:50 UTC 16.2K followers, 1667 engagements


"In interview with ABC News FDA Commissioner stated that XX% of the vapes sold in vape stores are illegal and what FDA has been doing so far is laughable Read more: FDA Commissioner reiterated Agency's commitment to fight illegal vapes $bti $bats $mo"  
![@tobaccoinsider Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1164915686122151936.png) [@tobaccoinsider](/creator/x/tobaccoinsider) on [X](/post/tweet/1947990087339495700) 2025-07-23 12:00:03 UTC 16.2K followers, 1223 engagements


"Based in Shenzhen (China) Smoore is world's largest vape producer and a key development & manufacturing partner to major tobacco companies including Altria and BAT $mo $bti $bats"  
![@tobaccoinsider Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1164915686122151936.png) [@tobaccoinsider](/creator/x/tobaccoinsider) on [X](/post/tweet/1945395488699687330) 2025-07-16 08:10:02 UTC 16.2K followers, 1219 engagements


"In Japan PMI now has XX% market share. Japan Tobacco has 40%. PMI is the market leader in Japan - something unthinkable of a decade ago Before the IQOS launch JT had 60+% market share while PMI had XX% $pm"  
![@tobaccoinsider Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1164915686122151936.png) [@tobaccoinsider](/creator/x/tobaccoinsider) on [X](/post/tweet/1948734034693042456) 2025-07-25 13:16:14 UTC 16.2K followers, 2570 engagements


"Chatter on premium valuation of ITC Hotels is already on the rise. $bti $bats"  
![@tobaccoinsider Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1164915686122151936.png) [@tobaccoinsider](/creator/x/tobaccoinsider) on [X](/post/tweet/1947191213175808507) 2025-07-21 07:05:36 UTC 16.2K followers, 1391 engagements


"Awake Chocolate ("caffeinated chocolate bites and bars") receives further funding from British American Tobacco $bti $bats Read more: BAT re-stated that wellness and stimulation category is a focus area for its corporate venture arm"  
![@tobaccoinsider Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1164915686122151936.png) [@tobaccoinsider](/creator/x/tobaccoinsider) on [X](/post/tweet/1946163038899650994) 2025-07-18 11:00:01 UTC 16.2K followers, 2792 engagements


"Haypp: Q2 2025 results on Aug X Meanwhile $haypp trading at a new all-time high kr.165 Haypp's market cap is above kr.5Bn for the first-time"  
![@tobaccoinsider Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1164915686122151936.png) [@tobaccoinsider](/creator/x/tobaccoinsider) on [X](/post/tweet/1945118534368935982) 2025-07-15 13:49:31 UTC 16.2K followers, 1244 engagements


"Japan Tobacco: Now down -X% over the past XX months (the only tobacco major in red) Q2 2025 Results on Thursday (July 31). Two key points to scrutinize: - Pressure on international cigarette volumes (as flagged by PMI) - Heated tobacco growth (return on $XXX Bio investment)"  
![@tobaccoinsider Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1164915686122151936.png) [@tobaccoinsider](/creator/x/tobaccoinsider) on [X](/post/tweet/1948669563027292682) 2025-07-25 09:00:03 UTC 16.2K followers, 1247 engagements


"Tobacco Companies: Total Shareholder Return H1 2025 (in $) PMI $pm +53.6% BAT $bti +34.6% (returns similar to PMI in Q2) Imperial Brands +27.5% Japan Tobacco +16.2% Altria $mo +16.0% S&P500 $spx +6.1% Consumer staples $xlp +4.3% Read more:"  
![@tobaccoinsider Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1164915686122151936.png) [@tobaccoinsider](/creator/x/tobaccoinsider) on [X](/post/tweet/1940002253550559413) 2025-07-01 10:59:15 UTC 16.2K followers, 3901 engagements


"We act suprised but we are not. Behavioral Finance research consistently finds that women are generally more inclined toward ESG investing and are more likely to avoid sin stocks (e.g. tobacco alcohol gambling firearms). Our follower profile is another empirical evidence"  
![@tobaccoinsider Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1164915686122151936.png) [@tobaccoinsider](/creator/x/tobaccoinsider) on [X](/post/tweet/1948717410518757498) 2025-07-25 12:10:10 UTC 16.2K followers, XXX engagements


"Philip Morris owns Marlboro in every country except Canada - where BAT owns it Read the surprising twist of a trademark battle: A story of Matador (world's most genuine fake Marlboro brand) no-name cigarettes and endless lawsuits $pm $bti $bats"  
![@tobaccoinsider Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1164915686122151936.png) [@tobaccoinsider](/creator/x/tobaccoinsider) on [X](/post/tweet/1911434201175396623) 2025-04-13 15:00:00 UTC 16.2K followers, 5920 engagements


"Ahead of the Q2 2025 Earnings release UBS raises PMI PT from $XXX to $XXX $pm last close: $XXXXXX 1-star analyst tries something new: "efficient-market hypothesis". Alpha generation is not possible. Price = Price target"  
![@tobaccoinsider Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1164915686122151936.png) [@tobaccoinsider](/creator/x/tobaccoinsider) on [X](/post/tweet/1945084236681158671) 2025-07-15 11:33:14 UTC 16.2K followers, 1210 engagements


"Australia: tax on a pack of cigarette (going parabolic) Total tax collection going down. Illegal market gogo"  
![@tobaccoinsider Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1164915686122151936.png) [@tobaccoinsider](/creator/x/tobaccoinsider) on [X](/post/tweet/1948725350537613508) 2025-07-25 12:41:43 UTC 16.2K followers, 2327 engagements


"Japan Tobacco continues to invest where cigarette volumes hold up well. JT will invest $92Mn to build a new factory in Morocco to strengthen its presence in North & West Africa Read More: Recall: Unlike its peers JT's cigarette volume increased +2.3% in FY23"  
![@tobaccoinsider Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1164915686122151936.png) [@tobaccoinsider](/creator/x/tobaccoinsider) on [X](/post/tweet/1814996876116050272) 2024-07-21 12:12:30 UTC 16.2K followers, 1789 engagements


"ZYN USA: PMI is planning to ship 800-840 million cans of ZYN in the U.S. in 2025 At $XXXX net revenue per can that corresponds to a total net revenue of $XXXX Bn from ZYN USA XXX% of PMI's total estimated FY25 revenue of $41Bn $pm"  
![@tobaccoinsider Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1164915686122151936.png) [@tobaccoinsider](/creator/x/tobaccoinsider) on [X](/post/tweet/1947325700098433243) 2025-07-21 16:00:01 UTC 16.2K followers, 5042 engagements


"Next week we will have the busiest period of the year for tobacco earnings July XX (Wednesday): Altria $mo July XX (Thursday): Japan Tobacco BAT $bti $bats Buckle up & enjoy the ride"  
![@tobaccoinsider Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1164915686122151936.png) [@tobaccoinsider](/creator/x/tobaccoinsider) on [X](/post/tweet/1948276966446002641) 2025-07-24 07:00:00 UTC 16.2K followers, 2766 engagements


"BAT expected the significant combustible headwinds in Bangladesh and Australia to negatively affect the revenue by X% and operating profit by X% in 2025 This Thursday we will see whether the situation in Bangladesh and Australia is worse or better than expected $bti $bats"  
![@tobaccoinsider Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1164915686122151936.png) [@tobaccoinsider](/creator/x/tobaccoinsider) on [X](/post/tweet/1949762072117391694) 2025-07-28 09:21:17 UTC 16.2K followers, 1082 engagements


"International cigarettes which typically support BAT's results could be a drag this time. BAT already flagged the headwinds in Australia and Bangladesh in Feb 2025; newsflow from these markets is bleak Moreover last week PMI revised down international cigarette market growth projection due to sustained weakness $bti $bats $pm"  
![@tobaccoinsider Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1164915686122151936.png) [@tobaccoinsider](/creator/x/tobaccoinsider) on [X](/post/tweet/1949834823859843434) 2025-07-28 14:10:22 UTC 16.2K followers, XXX engagements


"BAT: New 52-week high on LSE XXXXX $bats Above XX for the first-time since August 2018 If the futures hold and PMI Q2 2025 results don't ruin the party BAT ADR will also make a new 52-week high around $XXXX at the NYSE open $bti"  
![@tobaccoinsider Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1164915686122151936.png) [@tobaccoinsider](/creator/x/tobaccoinsider) on [X](/post/tweet/1947592122682536051) 2025-07-22 09:38:41 UTC 16.2K followers, 8382 engagements


"ZYN USA: Expect strong H2 2025 growth $pm This translates as "Jacek already called Stacey to pump up ZYN promotional activity in the U.S." We assume PMI will deliver strong ZYN results in Q3 2025 to alleviate the concerns on ZYN slowdown in the U.S"  
![@tobaccoinsider Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1164915686122151936.png) [@tobaccoinsider](/creator/x/tobaccoinsider) on [X](/post/tweet/1948307175941738976) 2025-07-24 09:00:03 UTC 16.2K followers, 2367 engagements


"PMI: Q2 2025 Results $pm X hours to go To follow our live coverage: Sell-side analysts rushed to increase their price targets ahead of the Q2 2025 earnings release"  
![@tobaccoinsider Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1164915686122151936.png) [@tobaccoinsider](/creator/x/tobaccoinsider) on [X](/post/tweet/1947552191092342822) 2025-07-22 07:00:00 UTC 16.2K followers, 1447 engagements


"This week: The busiest week in tobacco earnings and in S&P500 earnings (with roughly a third of the index components reporting). Plus FED meeting and August 1st tariff deadline July XX (Wednesday): Altria $mo July XX (Thursday): Japan Tobacco BAT $bti $bats Keep your seat belts fastened turbulence can happen unexpectedly"  
![@tobaccoinsider Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1164915686122151936.png) [@tobaccoinsider](/creator/x/tobaccoinsider) on [X](/post/tweet/1949731139012239406) 2025-07-28 07:18:22 UTC 16.2K followers, 1350 engagements


"Altria-JT Merger: Day Two The Doggett Amendment which prohibits use of U.S. federal funds to engage in tobacco affairs abroad is surprisingly removed from the Appropriations Bill after nearly X decades So can Altria now use leverage the State Department and U.S. embassies to lobby for the JT Merger $mo"  
![@tobaccoinsider Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1164915686122151936.png) [@tobaccoinsider](/creator/x/tobaccoinsider) on [X](/post/tweet/1946193236449714436) 2025-07-18 13:00:00 UTC 16.2K followers, 2489 engagements


"Capital Group purchased an additional XXXXX million BAT shares (around $X billion) since the June 2025 disclosure (within a month) $bti $bats"  
![@tobaccoinsider Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1164915686122151936.png) [@tobaccoinsider](/creator/x/tobaccoinsider) on [X](/post/tweet/1943707835176480931) 2025-07-11 16:23:54 UTC 16.2K followers, 1766 engagements


"Inspired by American Eagle & Sydney Sweeney It seems like old tricks never die"  
![@tobaccoinsider Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1164915686122151936.png) [@tobaccoinsider](/creator/x/tobaccoinsider) on [X](/post/tweet/1948833060000055686) 2025-07-25 19:49:43 UTC 16.2K followers, 1249 engagements


"As of today market cap of ITC Hotels is XXXX billion. BAT's XX% direct stake is worth XXX million. BAT also holds a XXX% indirect stake in ITC Hotels via ITC $bti $bats"  
![@tobaccoinsider Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1164915686122151936.png) [@tobaccoinsider](/creator/x/tobaccoinsider) on [X](/post/tweet/1947191996101079156) 2025-07-21 07:08:43 UTC 16.2K followers, 1252 engagements


"The interest on US cigarette volume/pricing (17%) ranked #3 - at the same level as the Feb 2025 poll and significantly below the July 2024 high Nevertheless US cigarettes still generate half of BAT's operating profit and affect BAT's results more than anything else $bti $bats"  
![@tobaccoinsider Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1164915686122151936.png) [@tobaccoinsider](/creator/x/tobaccoinsider) on [X](/post/tweet/1949832445303411095) 2025-07-28 14:00:55 UTC 16.2K followers, XXX engagements


"ITC shares trading in a narrow range around XXX and above the key XXX support as market awaits an improvement in consumer demand and easing in circumstantial pressure factors. P/E: XX Dividend yield: XXX% Market cap: $61Bn BAT's XXXX% stake in ITC is worth $14Bn $bti $bats"  
![@tobaccoinsider Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1164915686122151936.png) [@tobaccoinsider](/creator/x/tobaccoinsider) on [X](/post/tweet/1944676806717530169) 2025-07-14 08:34:15 UTC 16.2K followers, 2493 engagements


"ITC Hotels plans to expand its property portfolio by XX% in the next X years. It currently manages XXX properties with over 13300 rooms Optimal timing for BAT to divest the ITC Hotels stake: when the growth is priced in and before the capital requirements become visible $bti $bats"  
![@tobaccoinsider Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1164915686122151936.png) [@tobaccoinsider](/creator/x/tobaccoinsider) on [X](/post/tweet/1947190686794555566) 2025-07-21 07:03:31 UTC 16.2K followers, 2386 engagements


"@nicotinecap VELO uses Xylitol ZYN uses Acesulfame K. Xylitol can be toxic to dogs and even small amounts can be fatal. Acesulfame K a common artificial sweetener in sugar-free snacks is not known to be toxic to dogs $bti $bats $pm"  
![@tobaccoinsider Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1164915686122151936.png) [@tobaccoinsider](/creator/x/tobaccoinsider) on [X](/post/tweet/1943689338325278749) 2025-07-11 15:10:24 UTC 16.2K followers, XXX engagements


"PMI Q2 2025 Results: Tuesday before the bell $pm Estimates Revenue: $XXXXX Bn (+9% yoy) EPS: $XXXX (+17% yoy) Notes: (1) PMI beat both the top-line and bottom-line estimates every quarter since Q1 2024 (2) Quarterly revenue to surpass $10Bn for the first-time in Q2 2025"  
![@tobaccoinsider Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1164915686122151936.png) [@tobaccoinsider](/creator/x/tobaccoinsider) on [X](/post/tweet/1946991873756639538) 2025-07-20 17:53:30 UTC 16.2K followers, 1666 engagements


"If the prevailing trends continue it is likely that Altria's on will cede the #2 position in the U.S. to BAT's VELO over the next XX months For BAT gaining share in the U.S. is extremely important as (1) PMI introduces ZYN as the World's #1 nicotine pouch brand in other markets (2) ZYN is World's #1 by being #1 in only one key market U.S. (due to the sheer size of the U.S. market) (3) No one advertises its brand as World's #2 $bti $bats $pm"  
![@tobaccoinsider Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1164915686122151936.png) [@tobaccoinsider](/creator/x/tobaccoinsider) on [X](/post/tweet/1946643493889188237) 2025-07-19 18:49:10 UTC 16.2K followers, 1888 engagements


"In hindsight maybe we should have defined the elevated volatility period as $vix XX. Nevertheless the outcome doesn't change much From April X to May XX (first-time $vix is below 20): S&P500 +3.1% PMI $pm +5.5% BAT $bti +1.8% Altria $mo -0.3%"  
![@tobaccoinsider Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1164915686122151936.png) [@tobaccoinsider](/creator/x/tobaccoinsider) on [X](/post/tweet/1948398937003450809) 2025-07-24 15:04:40 UTC 16.2K followers, XXX engagements


"New Zeland is boiling after it was revelaed that PMI pitched draft heated tobacco legislation to NZ First to secure regulation in favor of IQOS Health groups are furious. For PMI shareholders it is a reassurance on PMI's success in external affairs $pm"  
![@tobaccoinsider Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1164915686122151936.png) [@tobaccoinsider](/creator/x/tobaccoinsider) on [X](/post/tweet/1949023154153689393) 2025-07-26 08:25:05 UTC 16.2K followers, 1876 engagements


"Sell-side price target increases ahead of PMI Q2 2025 Results $pm - Goldman Sachs $XXX ($190) - UBS $XXX ($170) - Citigroup $XXX ($188) - JP Morgan $XXX ($175) - Barclays $XXX ($200) - Jefferies $XXX (initiated) These momentum analysts will start revising down their targets tomorrow"  
![@tobaccoinsider Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1164915686122151936.png) [@tobaccoinsider](/creator/x/tobaccoinsider) on [X](/post/tweet/1947662459528953873) 2025-07-22 14:18:10 UTC 16.2K followers, 2308 engagements


"Tobacco stocks are on a tear but Altria could be running out of steam $mo Read more on @InvestorsObserv .including our tweets on Altria and BAT $bti $bats"  
![@tobaccoinsider Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1164915686122151936.png) [@tobaccoinsider](/creator/x/tobaccoinsider) on [X](/post/tweet/1943988715543486868) 2025-07-12 11:00:02 UTC 16.2K followers, 1917 engagements